Articles Posted in Transfer on Death Deed

Congratulations! You’ve taken an important first step by completing your Will. But don’t stop there—your estate plan isn’t fully effective unless your assets are aligned with your intentions. If your property doesn’t transfer the way you expect, your loved ones may still end up in probate court. To help avoid probate and ensure a smooth…

Creating your estate planning documents is the first step toward protecting your legacy—but the process doesn’t end there. Once your Trust is in place, you need to ensure your assets are properly transferred to it. Otherwise, your loved ones may still face probate after your passing. Here’s what you need to do next to complete…

Many people who contact our office regarding estate planning think they need a revocable trust.  This is no surprise as there is an entire industry online trying to convince you a trust is essential.  However, we find that for many of our clients a basic will based estate plan will be sufficient for their needs…